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Financial Literacy Survey Tool

The document is a research instrument that contains a survey questionnaire to measure respondents' financial literacy. It is divided into two parts: the first collects respondent profile information and the second contains a checklist to assess knowledge, attitude, skills, and values related to personal finance. Respondents are asked to assign a score between 1 and 3 to various statements across the four categories, with 3 indicating high literacy and 1 indicating low literacy. The statements address topics like budgeting, emergency savings, prioritizing needs over wants, seeking advice, and developing long-term financial goals.

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122 views2 pages

Financial Literacy Survey Tool

The document is a research instrument that contains a survey questionnaire to measure respondents' financial literacy. It is divided into two parts: the first collects respondent profile information and the second contains a checklist to assess knowledge, attitude, skills, and values related to personal finance. Respondents are asked to assign a score between 1 and 3 to various statements across the four categories, with 3 indicating high literacy and 1 indicating low literacy. The statements address topics like budgeting, emergency savings, prioritizing needs over wants, seeking advice, and developing long-term financial goals.

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Appendix C.

Research Instrument

Part I. RESPONDENT PROFILE


Name:
Sex: Age: Occupation:

Part II. Survey Questionnaire Checklist

Direction: This assessment intents to measure your financial in Literacy in terms of knowledge,
attitude, skills and values by putting a checkmark (√) on the corresponding scale opposite each
item. Please use scale below.

Scale Descriptive Equipment Interpretation


3 Always High Literate
2 Sometimes Moderately Literate
1 Never Not Literate

A. Financial Knowledge 3 2 1
1. Keep records of income and expenditures in the family
2. Use saved money for an emergency than spending it to
something else
3. Prioritize the needs and give up on buying items that are not
necessities in making a budget
4. Budget the monthly income beforehand to avoid cramming and
misappropriation of budget
5. Decide wisely o the scarce money that we have
B. Financial Attitude 3 2 1
1. Follow the financial plan/budgeting that we have for the family
2. Work it out as a family and optimistic about the future when
running out of enough money
3. Make oneself responsible for budgeting the money that is
allotted to the monthly budget
4. Do not hesitate to seek advice from other people on how to
manage our finances
5. Cooperate with the government to help the families become
financially stable
C. Financial Skills 3 2 1
1. Cut down expenses and saved for other unexpected expenses
2. Do not spend lavishly on or do not spend at all in events lie the
birthday of relatives, fiestas, etc. and lives only according to
one’s mean
3. Spend equal or less of the monthly allocation of income to
sustain only needs and not wants
4. Work and find another mean of earning money when there is not
enough money
5. Try to find the best price when wants to buy something
D. Financial Values 3 2 1
1. Use the money one’s save according to the original intentions
2. Maximize the value of every single peso in purchasing products
3. Value the importance of having one goal of saving money so as
not to be tempted in spending too much
4. Recognize the need for every member of the family to be
educated in handling the finance
5. Have a monthly financial plan of expenses and make savings as
an effectives tool to become financially stable

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